Nikkei 225 Surpasses 65,000 Amid Optimism Over US-Iran Talks

On Monday, 25 May 2026, Japan’s Nikkei 225 index closed above 65,000 points for the first time, reaching 65,158 and touching an intraday high of 65,425. The surge added roughly ¥34 trillion (? $235 billion) in market value and lifted the index by about 2.9 % from the previous close.

Nikkei Doubled to 65,000 Adding $235B as Trump Says Iran Deal Is Almost Done

The rally coincided with statements from former President Donald Trump that U.S.–Iran negotiations were “largely negotiated” and progressing in an “orderly and constructive manner.” Senior U.S. officials later said the two sides were “closing in on a deal that would reopen the Strait of Hormuz.” Iranian officials reported a willingness to relinquish highly enriched uranium and to allow limited traffic through the strait for a 60-day cease-fire extension, while emphasizing that full management of the waterway would remain Iranian.

Japanese Stocks Top 65,000 for First Time. Trump Says Saturday US-Iran Deal Basically Reached

Brent crude fell more than 5 % to just under $100 per barrel (? $98.9), and WTI dropped to about $92 per barrel. Lower energy prices lifted Nasdaq 100 futures 1.3 % to a record high and pushed S&P 500 futures to new peaks. In Japan, SoftBank Group rose 5 %, Advantest 5 %, Tokyo Electron 3 %, and Kioxia Holdings featured among heavily-bought heavyweight stocks. Gold advanced 0.9 % to $4,560 per ounce, while Bitcoin traded near $77,200.

Nikkei Doubled to 65,000 Adding $235B as Trump Says Iran Deal Is Almost Done

• Donald Trump – former U.S. President, commenting on negotiations.

European Airlines Take Off as Oil Tumbles on Iran Deal Hopes

• Marco Rubio – U.S. Secretary of State (as cited), describing the framework as “pretty solid.”

European Airlines Take Off as Oil Tumbles on Iran Deal Hopes

• Senior U.S. officials – indicating imminent reopening of the Strait.

Nikkei Breaks 65,000 as Oil Risk Eases

• President Ebrahim Pezeshkian – Iranian official affirming non-pursuit of nuclear weapons.

Japanese Stocks Top 65,000 for First Time. Trump Says Saturday US-Iran Deal Basically Reached

• SoftBank Group, Advantest, Tokyo Electron, Kioxia Holdings – leading Japanese equities driving the Nikkei surge.

Nikkei Doubled to 65,000 Adding $235B as Trump Says Iran Deal Is Almost Done

Trump asserted that talks were moving in an orderly, constructive manner and that U.S. negotiators had been instructed not to rush a final agreement. Rubio described the bilateral framework as “pretty solid” while noting unresolved nuclear issues. Senior U.S. officials reported that the United States and Iran were nearing a deal to restore navigation through the Strait of Hormuz. Iranian officials indicated a willingness to permit limited traffic but stopped short of confirming a definitive settlement.

European Airlines Take Off as Oil Tumbles on Iran Deal Hopes

Market analysts cautioned that the rapid 2.9 % rise occurred during thin holiday trading, which can exaggerate price moves. Several observers flagged potential overvaluation of technology stocks and warned that any setback in the Strait-of-Hormuz negotiations could reverse sentiment quickly.

Nikkei Doubled to 65,000 Adding $235B as Trump Says Iran Deal Is Almost Done

U.S. sources portray the negotiations as advancing toward a concrete agreement, whereas Iranian media emphasized that no final commitments had been made and that the strait would remain under Iranian “management.” Trump’s own remarks oscillated between “largely negotiated” and “no rush,” creating ambiguity about the deal’s immediacy.

Oil drops as Trump signals slower Iran deal talks

• “Buying by overseas short-term investment funds and individual investors trading on margin is concentrated in heavyweight Nikkei components, including Kioxia Holdings and SoftBank Group, as well as in Nikkei 225 futures.” — Bank-affiliated brokerage house official

Nikkei Doubled to 65,000 Adding $235B as Trump Says Iran Deal Is Almost Done

• “Secretary of State Marco Rubio said the two sides had a “pretty solid” framework, though key issues including Iran’s nuclear program remain unresolved.” — Marco Rubio

European Airlines Take Off as Oil Tumbles on Iran Deal Hopes

• “after Trump said US-Iran talks were moving in an “orderly and constructive manner”.” — Donald Trump

Nikkei Breaks 65,000 as Oil Risk Eases

• “The US and Iran are closing in on a deal that would reopen the Strait of Hormuz, senior US officials said Sunday, even as President Donald Trump insisted he would not “rush” into an agreement.” — Senior U.S. officials

Nikkei Breaks 65,000 as Oil Risk Eases

• “He also said US representatives were told “not to rush into a deal”, which kept traders from pricing a full resolution too quickly.” — Donald Trump

Nikkei Breaks 65,000 as Oil Risk Eases

The market’s trajectory will hinge on whether the Strait of Hormuz reopens, how oil prices respond, and whether further U.S.–Iran dialogue yields a definitive accord. Continued monitoring of energy prices and Japanese equity valuations will shape short-term investor sentiment.

Oil drops as Trump signals slower Iran deal talks